iShares Russell 3000 Value Index shares owned by Patten
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Patten
from 13F filings
Historical chart of Patten investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $923k | 9.2k | 99.95 |
| 2025-06-30 | $930k | 9.8k | 94.63 |
| 2025-03-31 | $1.0M | 11k | 92.29 |
| 2024-12-31 | $1.1M | 12k | 92.59 |
| 2024-09-30 | $1.2M | 12k | 95.49 |
| 2024-06-30 | $1.0M | 12k | 88.13 |
| 2024-03-31 | $977k | 11k | 90.44 |
| 2023-12-31 | $596k | 7.1k | 84.33 |
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